Compare · 2 funds side by side · dividends reinvested

MDIV and USOY

MDIVFirst Trust×USOYDefiance×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,311MDIV · best of the two

02 / 04

MDIV and USOY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.54%+8.5%+11.1%+11.4%+5.9%−6.1%6.9%$420M1.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MDIV 2012 · USOY 2024

Head to Head

Swap sides Versus in desk

Head to Head

Multi-Asset Diversified Income Index Fund · $420M$13,311

MDIV

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

MDIVMeasureUSOY

+8.5%Year to dateJan 1 → Nov 5+60.8%

+11.1%1 yearTotal return+59.4%

+11.4%3 years · per year$10,000 became $13,814 · […][…]

+5.9%5 years · per year$10,000 became $13,311 · […][…]

0.83%Expense ratio$83 · $112 a year on $10k · lower is better1.12%

7.54%Trailing 12-mo yield$754 · $5,464 a year on $10k54.64%

−6.1%Worst dropSmaller is better−25.5%

6.9%VolatilityLower is calmer39.0%

MDIVUSOY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDIV vs USOY: Top 5 Holdings

Today

MDIV

25.7%in top 5

USOY

in top 5[…]

MDIVStockUSOY

20.3%HYLSnot top 5

1.4%AGNCnot top 5

1.4%NLYnot top 5

1.3%RITMnot top 5

1.3%IEPnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

MDIV vs USOY Returns, Every Period

First TrustMDIV

+11.1%

past year

USOYDefiance

+59.4%

past year

MDIVUSOYFaded: behind in that period

0–2USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MDIV vs USOY

YTD

First TrustMDIV

+8.5%

USOYDefiance

+60.8%

+8.5%Year to date+60.8%

−6.1%Worst drop · 1Y−25.5%

6.9%Volatility · 1Y39.0%

7.5%Yield54.6%

$420MAssets$72.6M

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDIV, USOY

Today

0.83%lowest, MDIV

FundExpense ratioFee$10k

MDIV0.83%$83

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MDIV, USOY

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

MDIV7.54%$754

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

MDIV$754 − $83 = $671

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MDIV, USOY

Today

[…]holdings […]

MDIVUSOY

MDIV—[…]

USOY[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+59.4%USOY, at 39.0% volatility

MDIVWorst drop−6.1%6.9% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYMDIV

+60.8%Year to date+8.5%

54.6%Yield7.5%

+59.4%Past year+11.1%

1.12%Fee0.83%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026